top of page

The Mash Quarterly | 3Q24

  • Kunal Mashruwala
  • Oct 20, 2024
  • 1 min read

Updated: Feb 3

Elevated uncertainty in the near-term, perhaps the calm before a minor storm. A tactical hedge, some new names in our Top Holdings. Overall, a robust portfolio with our median business earning $40 billion in annual revenues with 50% gross margins and 20% returns on equity.


Please read the 3Q24 investor note for more.



 
 
 

Comments

Commenting on this post isn't available anymore. Contact the site owner for more info.
bottom of page